Pensionmark Financial Group LLC is a firm that provides financial advisor, third party administration, fiduciary trustee, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California and Texas (although they are present in other states as well).
Most Pensionmark Financial Group LLC clients are elementary and secondary schools, inpatient nursing, hospice, and rehabilitative care facilities, other residential care facilities, individual and family services, and religious organizations with revenues ranging from $21 million to $110 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Roundabout Theatre Company | 501(c)(3) | New York, NY | ||
| 2 | Presidio Knolls School | 501(c)(3) | San Francisco, CA | ||
| 3 | The Galloway Schools | 501(c)(3) | Atlanta, GA | ||
| 4 | Hope Hospice | 501(c)(3) | New Braunfels, TX | ||
| 5 | Kern Regional Center (KRC) | 501(c)(3) | Bakersfield, CA | ||
| 6 | Champlain College | 501(c)(3) | Burlington, VT | ||
| 7 | ODD Fellows Home of California | 501(c)(3) | Napa, CA | ||
| 8 | Champlain Housing Trust | 501(c)(3) | Burlington, VT | ||
| 9 | Covenant Kids | 501(c)(3) | Arlington, TX | ||
| 10 | California Nevada Methodist Homes (CNMH) | 501(c)(3) | Oakland, CA | ||
| ... | and 11 more Pensionmark Financial Group LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Pensionmark Financial Group LLC in the nonprofit sector include Well and Good LLC, CBIZ Investment Advisory Services, Kibble and Prentice, MML Investors Services, Onedigital Investment Advisors, Capfinancial Partners, State Street Bank and Trust, Resources Investment Advisors, Inc., Usi Consulting Group, and Pentegra Services Inc..
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